See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,106 | $168,632-8.0% | $147,614+5.1% | $125,391+23.7% |
| Participation rate | 46.2% | 88.8%-42.6pp | 84.6%-38.5pp | 83.2%-37.0pp |
| Annual return | -0.46% | 77.65%-78.1pp | 61.98%-62.4pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,169 | $6,252-81.3% | $5,564-79.0% | $4,866-76.0% |
| Participant deferral / active EE | $4,184 | $5,507-24.0% | $4,895-14.5% | $5,352-21.8% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |